27 results found
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Case Validation
When you change a status of a policy to anything past meeting, it runs a validation check to make sure all compulsory fields have been completed, the problem is this also submits the case to enbs.
Have the ability with another status, or a validate button, to check this before you submit the case to enbs.1 vote -
Smartr to allow more than 2 employments types to push into Solution Builder sourcing , especially for income protection.-
Smartr to allow more than 2 employments types to push into Solution Builder sourcing , especially for income protection.-
1 vote -
Make it visually easier on the workflow to detect whether a protection opportunity exists for a case on a mortgage tile
It is currently difficult to quickly determine if a related Protection Opportunity exists or has been created when viewing the overall Mortgage Overview or workflow tile. This lack of visibility makes it challenging to manage cross-selling effectively.
💡 Proposed Solution(s)
To improve the process of tracking protection sales related to a mortgage case, implement one or both of the following:Workflow Integration: Allow users to create a Protection Opportunity directly from the Mortgage Case workflow.
Visual Indicator: Add a symbol, tag, or distinct icon to the Mortgage Workflow tile/card that clearly indicates whether a Protection Opportunity has been pitched or…
1 vote -
Allowing a declined applicant to be removed from the file with
Allowing a declined applicant to be removed from the file without having to delete all the Benefits and then reinputting them again for the accepted applicant only.
This is very time consuminig, espcially if you have a number of joint Benfits on file.
1 vote -
Allowing Home Insurance to be added stand alone when adding a case
Allowing Home Insurance to be added stand alone when adding a case
1 vote -
Make Non F2F mandatory text box for Protection
Make Non F2F mandatory text box for Protection, just like it is for mortgages.
I presume an assumption has been made that the adviser is both mortgage and protection licenses but in our business they are not. Therefore the protection advisers are also required to confirm how/when non-face to face meetings have taken place too which means a textbox should be mandatory on all LIVE/pipeline/in-flight protection cases too (not on those that have already completed).1 vote -
Administrator access to Solutionbuilder
Access to solution builder for an Admnistrator to allow them to quote for a specific adviser at the fim and then submit the application. Facility required that when Soltionbuilder selected it ask which adviser you want to quote for and then pre populates Solutionbuilder as it would if the adviser were doing the quotes.
1 vote
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